PEABODY MUNICIPAL LIGHT

PLANT

REQUEST FOR PROPOSAL

FOR

Meter Exchange Services

Asset Disposition

Prepared by: Marshal Simpson & Billy Guerrero

Issued: Oct 23, 2026

PMLP’s Meter Exchange Services & Asset Disposition -- Request for Proposal (RFP)

Table of Contents

1 LEGAL NOTICE

2 INSTRUCTIONS TO BIDDERS

2.1 BID FORM

2.2 BID BOND

2.3 SUBMITTALS

2.4 SUBMITTAL CHECKLIST

2.5 CHANGES IN SPECIFICATIONS

2.6 SITE INSPECTIONS

2.7 PRICES

2.8 EXECUTION OF CONTRACT

2.9 TERMS AND CONDITIONS

2.10 DEFINITIONS

2.11 RIGHT TO ACCEPT OR REJECT BIDS

2.12 ITEMS CONTAINED IN THE RFP PACKAGE

3 REQUEST FOR PROPOSAL: METER EXCHANGE SERVICES & ASSET DISPOSITION

3.1 PMLP OVERVIEW

3.2 EVALUATION PROCESS

3.3 RFP TIMELINE

3.4 RFP DESIGNATED CONTACT

3.5 CONTACT WITH EMPLOYEE(S)

3.6 QUESTIONS ABOUT RFP

3.7 AWARD AND CONTRACT EXECUTION INSTRUCTIONS

4 METER EXCHANGE SERVICES RFP DETAILS

4.1 SPECIFIC AMI ELECTRIC METER INSTALLATION NEEDS

4.1.1 Meter Exchange

4.1.2 Electric Meter Location and Accessibility

4.1.3 Exchanged Electric Meter Disposal, Recycling, or Resale

4.1.4 Customer Support for the Meter Exchange Process

4.1.5 Coordination with Local Electricians

4.1.6 Maintain security for Customer Information

4.1.7 Manage New Meter Inventory

4.1.8 Manage the Inventory of Removed Meters

4.2 REQUEST FOR OVERVIEW

4.3 SPECIFIC INSTALLATION SERVICES QUESTIONS

4.4 REQUEST FOR BIDDER INSTALLATION SERVICES REFERENCES

4.5 REQUEST FOR INSTALLATION PROJECT PLAN

4.6 REQUEST FOR INSTALLATION SERVICES PRICING

APPENDIX A – TERMS & CONDITIONS

PEABODY MUNICIPAL LIGHT PLANT (PMLP)

1 MATERIALS & LABOR CONTRACT

1.1 ENTIRE AGREEMENT AND AMENDMENTS

1.2 CHANGES AND/OR AMENDMENTS

1.3 PERFORMANCE

1.4 PATENTS, TRADEMARKS, COPYRIGHTS

1.5 INDEPENDENT CONTRACTOR RELATIONSHIP

1.6 INSPECTION AND EXPEDITING

1.7 COMPLIANCE WITH LAW, PREVAILING WAGES, AND CERTIFIED PAYROLL

1.8 RISK OF LOSS

1.9 DELIVERIES

1.10 ASSIGNMENT AND SUBCONTRACTING

1.11 OWNERSHIP OF PRODUCT, GIS DATA, AND FIELD RECORDS

1.12 TECHNICAL PUBLICATION

1.13 CONFIDENTIALITY AND DATA PROTECTION

1.14 WAIVER

1.15 WARRANTY

1.16 CUMULATIVE REMEDIES

1.17 DELAYS

1.18 SUSPENSION OF WORK

1.19 FORCE MAJEURE

1.20 ARBITRATION

1.21 TERMINATION FOR CAUSE

1.22 TERMINATION FOR CONVENIENCE

1.23 INSURANCE

1.24 INDEMNIFICATION

1.25 LIMITATION OF LIABILITY

1.26 LAW OF CONTRACT AND JURISDICTION

1.27 AUDIT

1.28 TAXES

1.29 ACCEPTANCE

1.30 COMPLETION OF CONTRACT

1.31 NOTICE

1.32 VENDOR IDENTIFICATION AND FIELD BRANDING

APPENDIX B – CERTIFICATE OF NON-COLLUSION

APPENDIX C –TAX COMPLIANCE CERTIFICATION

APPENDIX D –Non-Disclosure Agreement (NDA)

APPENDIX E –Statement of No-Bid

APPENDIX F - Sample Contract……………………………………………………………………………………..37

2 INSTRUCTIONS TO BIDDERS

PEABODY MUNICIPAL LIGHT PLANT

REQUEST FOR PROPOSAL – Meter Exchange Services

Peabody Municipal Light Plant (PMLP) will receive proposals for Meter Exchange Services until 11:00 A.M. on Monday, November 30, 2026, at its Offices at 201 Warren Street Ext., Peabody, Massachusetts, 01960, at which time the bids will be publicly opened and read.

2.1 BID FORM

All bids must be submitted along with the completed Bid Form, provided in these specifications.

If additional space is required, it shall be so noted on a supplemental attachment under the Bidder's letterhead and entitled "Remarks". This attachment shall become a part of the Bid Form.

A. The Bid Form shall be without interlineations, alterations, erasures or changes in phraseology.

B. The Bid Form shall be enclosed in a sealed envelope, clearly marked on the outside with the bidder’s name and address, and the following bold lettering:

"BID: METER EXCHANGE SERVICES & ASSET DISPOSITION”.

C. Three hard copies and two electronic copies on separate USB Flash Drives of all bids must be submitted in a sealed envelope properly marked with the Title of the bid and mailed/delivered to:

Peabody Municipal Light Plant 201 Warren Street Extension Peabody, MA 01960 ATTENTION: Joseph Anastasi, General Manager

The Bid Form and supplemental sheets identified on same shall constitute and shall hereinafter be termed the "Bid".

2.2 BID BOND

A. The firm submitting a proposal shall assume the responsibility of making a careful examination of the specifications and related documents and all other matters that may affect cost and performance. The firm will be required, at their own expense, to comply with all statutes, regulations, ordinances and tests which may be applicable. Each firm shall submit with their proposal a bid bond or a certified check equal to five percent (5%) of the lump sum for project bid prices or five percent (5%) of the total annual cost for per unit bid prices. If the bid bond or certified check is not included, proposals may be rejected at the discretion of the PMLP. (The bid bond will be returned within fourteen (14) days after the award of contract.)

B. Each firm shall submit with their proposal evidence of their experience and qualifications to satisfy the specifications and requirements.

2.3 SUBMITTALS

Each proposal shall include the following basic information (as further defined in Section 4 and summarized in Section 2.4):

1. Cover Letter

a. Please include main point of contact for your proposal.

2. Bid Bond

a. See Section 2.2. above.

3. Bid Form

a. Completed Bid Form, a copy of which is provided in RFP Package with the name “RFP_Bid_Form.docx”

4. Meter Exchange Services Executive and Asset Disposition Summary and Solution

Overview

5. Meter Exchange Services and Asset Disposition Questionnaires

a. Meter Exchange Services and Asset Disposition questions in Section 4.3.

b. You will find an MS Word document titled “RFP_Questionaire.docx.” in the

RFP Package that shall be used to collect your responses

6. Meter Exchange Services and Asset Disposition Pricing Proposals

a. See Meter Exchange Services and Asset Disposition in Section 4.6.

b. You will find an MS Excel documents, titled “RFP_Pricing_Form.xlsx”, in the

RFP Package that shall be used to collect your response.

7. Meter Exchange and Asset Disposition Project Plan

8. Meter Exchange Services and Asset Disposition Reference Accounts. You will find an

MS Word document titled “RFP_Reference_Accounts.docx”, in the RFP Package.

9. Anti-Collusion Statement

a. You will find the Anti-Collusion Statement in Appendix B.

10. Tax Compliance Certification

a. You will find the Tax Compliance Certification in Appendix C.

11. Non-Disclosure Agreement (NDA)

a. You will find the Non-Disclosure Agreement in Appendix D.

12. Statement of No-Bid

a. You will find the Statement of No-Bid in Appendix E.

13. Sample Contract – Material and Labor

a. You will find a Sample Contract in Appendix F.

PROPOSALS THAT DO NOT FOLLOW THE ABOVE FORMAT MAY BE REJECTED.

Bidders must supply three (3) bound (3-ring binders acceptable) copies of the proposals and two (2) electronic copies in Microsoft Word, Excel or Adobe PDF format on separate USB flash drives.

2.4 SUBMITTAL CHECKLIST

Each complete proposal submittal to PMLP must contain the following:

Item Requirement Comment Cover Letter Desired Bid Bond Required Bid Form Required Certificate of Non-Collusion Required Tax Compliance Certification Required Meter Exchange Solution Overview Required Meter Exchange Questionnaire Required Meter Exchange References Required Meter Exchange Project Plan Required Meter Exchange Pricing Form Required Nondisclosure Agreement (NDA) Required* *To obtain certain files from PMLP

2.5 CHANGES IN SPECIFICATIONS

PMLP may advise all firms who have received specifications, by means of addenda, of any changes in the Specifications during the bid period. All such changes shall become a part of the Specifications as if originally included therein.

2.6 SITE INSPECTIONS

Immediately following the Pre-Bid Meeting (See Section 1) there will be an opportunity to conduct Site Inspections, accompanied by PMLP staff. Further Site Inspections may be arranged with PMLP. However, PMLP is not responsible for any inspections, visits, etc., that may be made to any sites or potential sites in connection with this work. The coordination, approval, and expense for such inspections, visits, etc., is the responsibility of the firm submitting the bid.

2.7 PRICES

All bid prices must be firm and submitted in accordance with the “RFP_Pricing_Form.xlsx” attached to the bid specifications.

2.8 EXECUTION OF CONTRACT

The Successful Firm will be notified of the award of the Contract in writing and shall properly and promptly execute a Contract, or make significant progress on the PMLP Contract Form, within forty-five (45) business days after receiving notification of the Award of the Contract.

The Successful Firm is required to provide a performance bond equal to the total bid price. This requirement will be included in the contract language.

The Successful Firm is required to provide a "Certificate of Insurance", in accordance with the specifications of this bid, upon the execution of said contract. PMLP strictly prohibits commencement of work under said contract until a proper "Certificate of Insurance" has been received by PMLP.

The Contract, when executed, shall be deemed to include the entire agreement between the parties. The Seller shall not be entitled to any modifications resulting from unauthorized claims or statements made by representatives of PMLP or other people.

2.9 TERMS AND CONDITIONS

The terms and conditions of the contract shall also be in accordance with Appendix A within this document entitled: "PMLP's Terms and Conditions for Materials and Professional Labor Contracts".

2.10 DEFINITIONS

The names and words Peabody Municipal Light Plant, PMLP, Owner, Purchaser, and Buyer as used in these documents are synonymous. The names and words, Bidder, Contractor, Firm, Seller, and Vendor as used in these Contract documents are synonymous.

2.11 RIGHT TO ACCEPT OR REJECT BIDS

PMLP reserves the right to accept or reject bids or portions thereof, reject all bids, and/or waive any formalities in the process, if it is deemed to be in the best interests of PMLP.

Proposals received after the public opening date and time will not be accepted.

2.12 ITEMS CONTAINED IN THE RFP PACKAGE

The RFP Package will be available on the PMLP website at Bids • RFP- Meter Exchange Services & Asset Disposition. This will be a file named “Meter_Exchange_Asset_Disposition_RFP_Package.zip”. This will contain the following items:

Meter_Exchange_Asset_Disposition_RFP_Package.ZIP

PDF

RFP Document (this document)

Appendix A - Terms & Conditions Appendix B - Certificate of Non-Collusion Appendix C - Tax Compliance Certification Appendix D - Non-Disclosure Agreement (NDA) (required to access

Bidder Resource Package below) Appendix E - Statement of No-Bid Appendix F – Sample Contract

Prevailing Wages Schedule.pdf

XLS - Pricing Tables

RFP_Pricing_Form.xlsx

Word RFP_Questionaire.docx RFP_Bid_Form.docx RFP_Reference_Accounts.docx

In addition to the “Meter_Exchange_Asset_Disposition_RFP_Package.zip”, you will have access to a “Bidder_Resource_Package.zip” file. To obtain this file, which will aid your Meter Exchange Proposal Budget, complete and sign the NDA (found in “Meter_Exchange_Asset_Disposition_RFP_Package.zip”) and submit it using the NDA Submission Form on the PMLP website at Bids • RFP- Meter Exchange Services & Asset Disposition.

Bidder_Resource_Package.ZIP Meter_Location_Data.xls

Cycle# Address

Lat/Long Meter Form

Meter_Inventory_Data.xls

Meter Manufacturer Meter Form Hardware Model Meter Status

Deployment_ Area_Map.pdf

3 REQUEST FOR PROPOSAL: METER EXCHANGE SERVICES & ASSET

DISPOSITION

Peabody Municipal Light Plant (PMLP) has approximately 27,000 customers located in its 19-square-mile service territory and intends to exchange approximately 19,000 meters starting in March 2027. PMLP is seeking bids from vendors who can supply the following services:

Meter Exchange Services and Asset Disposition: including electric meter changeouts, location geocoding, meter resale and/or recycling and disposal, new meter inventory management, exchanged meter inventory management, and call center services for customer scheduling and customer questions about the Meter Exchange.

It is the responsibility of each Bidder to:

a) Become familiar with local conditions that may affect cost, progress, performance or furnishing of the work,

b) Recognize and include in the proposal the consequences of federal, state and local laws and regulations (i.e. Prevailing Wage), that may affect cost, progress, reporting, performance or furnishing of the work,

c) PMLP will not require electricians or other tradesperson requiring Prevailing Wages, provided however, if the Bidder includes any electricians or other tradesmen necessitating Prevailing Wage, the Bidder shall abide by the Prevailing Wages Schedule found in the “Meter_Exchange_Asset_Disposition_RFP_Package.zip” file (see section 2.12),

d) Notify PMLP in the proposal of any conflicts, errors or discrepancies in the RFP that affect Bidder’s proposed work or costs. Failure to do so shall constitute Bidder’s acceptance of PMLP’s interpretation of said conflicts, errors or discrepancies.

Currently, PMLP anticipates installing the polyphase meters with its own staff.

PMLP will coordinate with customers to address pre-existing conditions that arise in the meter exchange process, which are not attributable to the Contractor. Where the damage is caused by the Contractor or its representatives’ negligence, PMLP will coordinate the repair, and the Contractor shall reimburse PMLP for the full cost of the repair. The Contractor shall promptly report any such damage to PMLP.

3.1 PMLP OVERVIEW

Peabody Municipal Light Plant (PMLP) is a consumer-owned, not-for-profit electric utility owned by the citizens of Peabody and dedicated to providing safe, reliable electricity and high-quality service at the lowest possible rates. We are committed to the protection of our environment and to the welfare and safeguard of our community.

PMLP was founded in 1891 after a long and emotional political battle was fought by the citizens of the Town of Peabody for the right to operate their own electric business. The efforts of our Peabody ancestors resulted in legislation being passed which allowed all cities and towns in the Commonwealth of Massachusetts the opportunity to establish their own electric business.

With one of the most modern and reliable electric distribution facilities in New England, PMLP's electric rates are traditionally among the lowest in the region. Unlike most municipally owned utilities, Peabody can generate its own power, if necessary, to help safeguard against widespread power outages. Service is provided to approximately 27,000 customers in Peabody and South Lynnfield.

A five (5) member Municipal Lighting Commission, elected by the citizens of Peabody, governs the light plant. The Commission is scheduled to meet on the fourth Thursday of the month during the school year, except for November and December when the meetings are held on the third Thursday in the McCarthy Auditorium located at PMLP.

3.2 EVALUATION PROCESS

Pursuant to Massachusetts General Laws, Chapter 164 §56D and Chapter 30 §39M, the evaluation of the Bid Proposals will be to the “lowest responsible and eligible bidder”.

PMLP weighs many factors when evaluating proposals, including exchange duration, account references, project plans, bidder presentations, and, of course, price. Preference will be given to bidders that offer a resale service for the removed meters, as the resulting value to PMLP will be considered in the overall evaluation.

Following a review of the responses, PMLP may:

Select a vendor for the Meter Exchange Service based upon the response to the RFP, Seek other options, or Defer or cancel the Meter Exchange plans.

3.3 RFP TIMELINE

The dates provided below are approximate and are for the period up to the project start date. Vendors are advised that these dates are not absolute and may change due to unplanned events during the bid proposal and award process. PMLP reserves the right to change the calendar of events or issue amendments to the RFP at any time. PMLP also reserves the right to cancel or reissue the RFP. Vendors should check the PMLP Website for amendments, at Bids • RFP- Meter Exchange Services & Asset Disposition.

RFP Issued Friday, October 23, 2026 Pre-Bid Meeting in Peabody, MA Friday, November 6, 2026

Written Questions Due to PMLP Friday, November 13, 2026

Answers Posted to PMLP Website Wednesday, November 18, 2026

Proposals Due PMLP Monday, November 30, 2026

Public Proposal Opening Monday, November 30, 2026

Proposal Presentation and Service Demo (start) Monday, November 30, 2026

Proposal Presentation and Service Demo (end) Tuesday, December 01, 2026

PMLP Commission approval / Contract negotiations begin Thursday, December 17, 2026

3.4 RFP DESIGNATED CONTACT

All requests, questions, or other communications about this RFP shall be made in writing to:

Marshal Simpson C/O: Billy Guerrero Peabody Municipal Light Plant 201 Warren Street Extension Peabody, MA, 01960 csm_bids@pmlp.com

(978) 573-1244

To ensure that written requests are received and answered in a timely manner, electronic mail (e-mail) correspondence is acceptable, and other forms of delivery, such as postal and courier services can also be used.

3.5 CONTACT WITH EMPLOYEE(S)

Direct contact with Peabody Municipal Light Plant employees, other than the RFP Designated Contact, regarding this RFP is expressly prohibited without prior consent.

Vendors directly contacting Peabody Municipal Light Plant employees risk elimination of their proposal from further consideration.

3.6 QUESTIONS ABOUT RFP

Submit questions relating to this RFP via email to the RFP Designated Contact named in Section 3.4 by Friday, November 13, 2026. Submit all questions as a Word document. All written questions must include the name of the firm and the person submitting the questions. PMLP will post a compilation of all questions and answers, to the PMLP website at Bids • RFP- Meter Exchange Services & Asset Disposition no later than Wednesday, November 18, 2026.

Each firm submitting a bid shall notify PMLP, in writing, if they find any discrepancies or omissions from the specifications, or if in doubt as to their meaning. If an explanation is necessary, a reply will be made by an addendum issued to all firms who have received specifications. PMLP will not give verbal answers to any inquiries regarding the meanings of the specifications. All inquiries should be addressed to PMLP, Attention: Marshal Simpson, 201 Warren Street Ext., Peabody, Massachusetts, 01960.

Please forward all questions to csm_bids@pmlp.com

3.7 AWARD AND CONTRACT EXECUTION INSTRUCTIONS

PMLP intends to provide written notice of the intention to award in a timely manner and to all vendors responding to the Solicitation.

Instructions to the Apparently Successful Vendor:

The Apparently Successful Vendor will receive an Intention to Award Letter from the RFP Coordinator after award decisions are made by PMLP. The Letter will include instructions for execution of the contract.

Once PMLP has finalized and issued the contract for signature, the Vendor must execute the contract and provide all requested documents within ten (10) business days. This includes providing proof of insurance. If the Vendor fails to execute the contract with all documents within the ten (10) business days, PMLP may cancel the award and proceed to the next ranked vendor or cancel or reissue this solicitation.

Taxpayer Identification Number and W-9.

Unless the apparently successful vendor has already submitted a fully executed Taxpayer Identification Number and Certification Request Form (W-9) to PMLP, the Successful Vendor must execute and submit this form prior to the contract execution date.

4 METER EXCHANGE SERVICES RFP DETAILS

This section of the RFP defines the PMLP meter exchange services needs and then describes what PMLP would like to receive in the responses (overview of services, answers to specific

PMLP questions about the proposed services, references, project plan, and cost information).

4.1 SPECIFIC ELECTRIC METER INSTALLATION NEEDS

PMLP does not have the resources to exchange approximately 19,000 electric meters in a period of six to eight months schedule and seeks an installation service provider to support the meter exchange process.

4.1.1 Meter Exchange

The major service support is to staff and execute the exchange of approximately 19,000 existing Landis + Gyr Focus meters for new Landis + Gyr Revelo meters. PMLP expects the RFP response to indicate how the exchanges are completed while maintaining customer information security and accuracy in exchanging and tracking the right meters for each customer.

4.1.2 Electric Meter Location and Accessibility

The deployment area for the approximately 19,000 meters is limited to Phases 1 through 4 shown in “Deployment_Area_Map.pdf.” This file, along with the GPS coordinates of all meters in Phases 1 through 4, is included in the “Bidder_Resource_Package.zip” (see Section 2.12).

In addition to the capture of meters Standard GPS coordinates (2 - 6 meters accuracy), PMLP is requesting the capture of this meter information: location (inside or outside the premises), difficulty of access (accessible, key required, inaccessible), and type of installation (single socket or meter bank).

4.1.3 Exchanged Electric Meter Disposal, Recycling, or Resale

The Bidder must handle the post-deployment processing of exchanged meters. As an alternative to purely disposing or recycling the meters, the vendor should include a proposal to resell the removed Landis + Gyr Focus meters on the secondary market. Any resold meters cannot be re-purposed or recycled with "PMLP" badging on the device.

The Bidder shall document and securely store removed meters pending PMLP's written authorization for release. PMLP may designate meters for sample testing, billing review, or investigation. The Contractor shall identify, segregate, and retain such meters until PMLP releases them in writing. PMLP may release all other meters in batches after verifying the meter exchange records.

4.1.4 Customer Support for the Meter Exchange Process

PMLP expects appointments will be needed for some customers, and that customers will call with questions about the meter exchanges. PMLP is expecting the RFP responses to indicate how the installation services Bidder will manage this customer interface.

4.1.5 Coordination with Local Electricians

There will be customers’ metering infrastructure that will require repair or replacement as part of the meter exchange. PMLP will manage this repair process, coordinating with the installation Vendor. Consequently, PMLP wants to understand the Bidders’ approach to identifying and preventing damage to the customers’ metering infrastructure. PMLP requests that the cost proposal reflects coordination with PMLP and the subsequent revisit.

4.1.6 Maintain security for Customer Information

PMLP needs to understand the security features of the handheld data systems used.

4.1.7 Manage New Meter Inventory

PMLP expects the installation services provider to manage the inventory of new meters to be installed during the deployment.

4.1.8 Manage the Inventory of Removed Meters

PMLP expects that the RFP responses will indicate how the Bidders’ plan to retain the old customer meters (for resolution of potential customer disputes) during the deployment.

4.2 REQUEST FOR OVERVIEW

Please provide a description of the proposed meter exchange and asset disposition solution.

PMLP is interested in a start date for the deployment in March of 2027. Currently, PMLP is planning, ideally, for six to eight months deployment, but PMLP is interested in Bidder recommendations on alternative deployment times, if alternatives would help with the cost or quality of the installation. Cost in the Bid Form should reflect a meter exchange schedule from 8:00 am to 4:30 pm, Monday through Friday, holidays not included.

If there are additional significant or unique features of your services, or any other unique aspects of your offer that have not been addressed, please describe them in appropriate detail in your proposal.

4.3 SPECIFIC INSTALLATION SERVICES QUESTIONS

Bidders are requested to respond to the specific questions below.

Section 1: Project Organization, Workforce & Safety

# Question Title & Description

1 On-Site Installation Team & Hierarchy: Describe your proposed on-site organizational hierarchy, including Project Manager, Field Supervisors, Quality Auditors, and Installer FTE counts. Specify your planned supervisor-to-installer ratio and confirm whether field management will be on-site in Peabody full-time throughout the project.

2 Installer Training Program: Describe your proposed training program for field installers, including electrical safety, customer interaction, meter socket inspection, and meter handling.

Provide sample training materials, syllabus outlines, and qualification policies.

3 Quality Assurance & Field Auditing: Describe your proposed Quality Assurance (QA) program for all installation work performed. Detail the auditing criteria, corrective action workflows, and reporting frequency to PMLP.

4 Field Vehicle Standards & Contractor Identification: Describe vehicle standards for field personnel (vehicle age, mechanical condition, commercial vs. personal lease). Confirm that all personnel will always wear standardized branded uniforms with photo ID badges visible, in addition to displaying PMLP contractor magnetic vehicle signs.

5 Hiring Standards, Background Checks & Drug Screening: Describe your proposed hiring policy and include specific details on minimum employee qualifications, drug screening protocol, driving record checks (RMV/DMV), and criminal background checks (CORI / national check standards).

6 Safety Record & OSHA Compliance Metrics: Please provide your company’s safety statistics for the past five (5) calendar years, specifically: OSHA Total Recordable Incident Rate (TRIR), Days Away, Restricted, or Transferred (DART) rate. Disclose any OSHA citations, electrical arc flash incidents, or lost-time accidents in performing meter services.

Section 2: Mobile Technology, Data Tracking & GPS

# Question Title & Description

7 Mobile Workforce Software & Handheld Devices: Describe your paperless mobile work management system and handheld hardware used by field crews. Detail built-in validation controls (e.g., optical barcode scanning of old vs. new meter, geofencing verification, forced photo upload before work order closure).

8 Daily Tracking, Accounting & Cutover Integration: Describe your daily progress tracking and accounting capabilities throughout the installation period. Confirm your ability to generate automated daily cutover data files by 7:00 AM each business day, including completed exchanges, access exceptions, attempt logs, and scheduled appointments.

9 GPS Location Data Collection & Accuracy: Describe your capability to collect GPS location coordinates for every installed meter at the socket face. Specify expected spatial accuracy, # Question Title & Description coordinate format (NAD83 / WGS84), and validation mechanisms.

10 Database Maintenance & Quality Control: Describe your database architecture, maintenance routines, and quality control processes that ensure all PMLP account, premise, and meter installation records remain secure, synchronized, and error-free.

Section 3: Field Operations, Site Access & Exceptions

# Question Title & Description

11 Site Access Procedures & Attempt Thresholds: Describe your recommended approach and field procedures to gain access to all meter locations. Include your scheduling workflow, door hanger placement, and sequence of visits across different times of day.

Threshold Criteria for “Unreachable” Meters: Define your proposed threshold criteria to declare any meter as “unreachable”; (e.g., minimum of three distinct physical attempts at varied hours, at least one Saturday attempt, customer notice tags, and phone follow-ups) before returning work responsibility to PMLP.

13 Indoor Meter Key Management: Describe your recommended protocol and physical security measures for checking out, tracking, safeguarding, and returning PMLP customer keys for indoor meter installations.

14 Billing Blackout Windows Coordination: Describe your proposed installation scheduling process to exchange meters dynamically around PMLP cyclical billing blackout windows to prevent unbilled energy or truncated billing cycles.

15 Installation Exception Identification & Resolution: Describe your installation exception handling process, categorization codes (e.g., locked gate, dog, broken glass, customer refusal), and escalation workflow to PMLP.

16 Tooling & Installation Consumables: Describe what field installation tools, safety gear (PPE), and consumable materials are included in your proposal (excluding meters and A-base adapters supplied by PMLP).

17 Hybrid Deployment with PMLP Workforce: Can your mobile work management software and dispatch processes accommodate using PMLP internal technicians to supplement your installation team (including system access, licensing, and route segregation)?

Section 4: Safety Hazards, Tampering & Socket Integrity

# Question Title & Description

18 Identification & Protocol for Hazardous Conditions: Describe your protocol for identifying, documenting, and resolving hazardous conditions at the service entrance (e.g., deteriorating cloth wiring, ungrounded enclosures, water intrusion, structural damage). Detail clear stop-work criteria.

19 Hot-Socket Hazard Detection & Jaw Tension Testing: Describe your technical methodology to identify potential hot-socket hazards, including mechanical blade jaw tension pull testing and thermal inspection. Specify the exact equipment, testing parameters, and pass/fail thresholds.

20 Meter Tamper and Energy Diversion Reporting: Describe your protocol to immediately detect, document, and report suspected meter tamper and energy diversion situations (e.g., bypassed sockets, inverted meters, cut seals, unauthorized jumpers) without confronting the customer.

21 Customer Property Damage & Outage Protocols: Detail your standard operating procedure for handling customer property damage incidents (e.g., broken socket blocks, damaged siding, dropped neutral, appliance surge damage). Specify your minimum response time for dispatching a field supervisor to the site.

Section 5: Meter Resale, Recycling, Inventory & Retention

# Question Title & Description

22 Secondary Market Resale Strategy (Landis + Gyr Focus): Detail your capability and commercial proposal to market and resell removed Landis + Gyr Focus meters on the secondary utility market.

Detail your testing/certification process, sales pipeline and proposed net revenue-sharing model (fixed credit vs. profit-sharing). Confirm your agreement to de-badge, destroy, or completely remove all “PMLP”; logos, property tags, and utility serial markings prior to resale.

23 Environmentally Certified Recycling & De-manufacturing: For meters not suitable for resale, describe your de-manufacturing, recycling, and disposal protocols. Detail your processing for electronic scrap. Confirm whether you hold or utilize downstream vendors certified in R2v3 or e- Stewards and confirm provision of formal e-Stewards and Destruction / Recycling to PMLP.

24 Hazardous Material & Battery Disposal: Describe your protocol for the safe removal, packaging, documentation, and DOT-compliant transport of hazardous materials removed from meters, specifically internal super capacitor.

25 Meter Inventory Management & Cross-Dock Operations: Describe your logistics workflow and system for managing new meter shipments, staging at the PMLP cross-dock, serial barcode chain-of-custody tracking, and defective unit handling.

26 Quarantine & Acceptance Testing Coordination: Describe your process for quarantining new shipments of Landis + Gyr Revelo meters at the cross-dock to accommodate PMLP third-party or meter shop sample acceptance testing prior to release into the field.

27 Removed Meter Palletizing & Retention: Describe your process for cataloging, palletizing, and securely storing removed meters. Confirm your procedure for retrieving an individual meter within 24 hours if requested for customer billing verification.

Section 6: Customer Service, Evidence & Cybersecurity

# Question Title & Description

28 Customer Support & Call Center Operations: Describe your call center capabilities to support customer inquiries, appointment scheduling, and field escalations. Detail operating hours, inbound call handling SLAs, IVR systems, and bilingual support capabilities.

29 Mandatory Photographic Evidence Protocol: Describe your workflow for capturing, validating, and archiving mandatory high-resolution, GPS-tagged, time-stamped digital photographs for every exchange: (1) Pre-exchange register reading & seal; (2) Socket jaw inspection integrity; (3) Post-exchange Revelo meter register reading, barcode label; newly locked PMLP seal. Detail how photos are indexed and how PMLP accesses them via portal or API.

31 Cybersecurity, PII Protection & Information Governance: Describe your physical and electronic security safeguards for protecting PMLP customer records and grid data. Detail data encryption standards in transit (TLS 1.3) and at rest (AES-256) on field handhelds and cloud servers. Confirm SOC 2 Type II compliance status or equivalent, device sanitization protocols, and history regarding lost devices or security breaches.

4.4 REQUEST FOR BIDDER INSTALLATION SERVICES REFERENCES

Please provide at least three references for utilities (Massachusetts preferred) where you have provided installation services of the type you have proposed here. Include the name of the utility, the scope of the meter exchange service, and the person to be contacted, including title, email address and phone number. Use the reference form provided with the RFP Package. Ideally, the profile of these utilities resembles PMLP.

4.5 REQUEST FOR INSTALLATION PROJECT PLAN

Please provide a project plan showing the key steps (and your role in each step) in your installation services proposal, assuming meter deployment starting in March of 2027.

In addition to the key steps in which you outline your role, please also call out the expectations you have on PMLP and what roles and/or resources your plan depends on PMLP fulfilling.

Finally, the Project Plan should include, to the extent possible, key personnel, brief Bio’s and the roles they will be assigned to this Project.

4.6 REQUEST FOR INSTALLATION SERVICES PRICING

1. A table has been provided electronically for Bidder to supply its proposed service charges for the services covered by this RFP. Bidders should complete all relevant tables and any assumptions that are applicable to each table.

2. Specify Bidder’s payment terms.

3. Bidder should confirm that prices are for services that deliver all the functionality described in Bidder’s proposal.

4. Bidder should propose pricing for an exchange period of six to eight months, in which all units are installed progressively over the deployment period. Exchange of meters is scheduled to begin in March 2027.

5. Bidder can assume use of PMLP cross-dock facilities at no cost (interior office space and outside space for trailers, vehicles and meter storage) but must include pricing for telecommunication requirements and related services.

6. Bidder should assume that the installation activity will take place from 8:00 am to 4:30 pm primarily on weekdays, but Saturdays may be scheduled as needed.

7. Bidder operating the cross-docks will be responsible for hazardous materials processing of leaded glass meters covers, batteries, and electronic waste.

8. Bidder does not have to supply, but will install new meter seals, locks, locking rings, or A-base adapters.

9. PMLP will supply door hangers or other notification media to be used to inform customers that they are trying to install a new meter. The meter exchange contractor will be responsible for delivering the door hangers to all residential customers. NO DOOR

HANGERS NEEDED FOR C/I CUSTOMERS.

10. PMLP will arrange for appropriately controlled access to customer keys in PMLP’s possession to enable access for meter exchange work.

11. Bidder will perform all work to follow all applicable safety standards such as OSHA, NESC, and NFPA 70E with special consideration to OSHA 1910.269, and provide its personnel all safety clothing, tools, meter removal devices, etc. as required to perform the meter exchange tasks.

APPENDIX A – TERMS & CONDITIONS

PEABODY MUNICIPAL LIGHT PLANT (PMLP)

1 MATERIALS & LABOR CONTRACT

1.1 ENTIRE AGREEMENT AND AMENDMENTS

The terms and provisions of this Contract, together with the terms and provisions of all documents incorporated herein by reference, constitute the full and entire Contract between the Purchaser (Peabody Municipal Light Plant, hereinafter "PMLP") and the Seller concerning the matters set forth herein, and no other agreement or understanding of any nature whatsoever has been entered into or will be recognized, nor has the Purchaser made any inducements or representations to the Seller except as expressly stated in this Contract.

No modification of this Contract shall be binding or have any force or effect on either party, unless reduced to writing and signed by the Purchaser and the Seller, or the authorized representatives of same. No provision of this Contract is intended or shall be construed to be for the benefit of any third party.

1.2 CHANGES AND/OR AMENDMENTS

The Purchaser shall have the right, from time to time during the terms of this Contract, by written notice to the Seller, to make changes in or additions to drawings, specifications or instructions for the work covered in the Specifications, including the right to expand, decrease or limit the scope and nature of the work to be undertaken, or redirect work already in progress.

Any change to this contract requires written authorization signed by both Purchaser and Seller prior to any extra work performance. All change orders which result in an increase or decrease in project cost shall be signed by the Manager prior to commencement of any work under said change order. Work performed but not specified as part of this contract shall be considered as included in the original contract price unless said work was performed after Seller received written authorization signed by the Purchaser.

1.3 PERFORMANCE

Time is of the essence in this Contract. If the Seller shall fail in any respect to prosecute the work with promptness and diligence, the Purchaser may cancel this Contract in part or in its entirety without liability for the cancelled part(s).

1.4 PATENTS, TRADEMARKS, COPYRIGHTS

It is mutually understood and agreed that the Contract includes all royalties and costs arising from patents, trademarks, and copyrights in any way involved in the work. If the Seller, or its sub-vendors/sub-contractors, is required or desires to use any design, device, material or process covered by letters, patent, trademark, or copyright, the Seller indemnifies and holds harmless the Purchaser from any and all claims for infringement by reasons of the use of any such patented design, device, material or process to be performed under the Contract and shall indemnify the Purchaser for any costs, expenses and damages which they may be obligated to pay by reason of such infringement, at any time during the prosecution or after the completion of the work. The Purchaser shall give to the Seller notification of the source of any such suit or proceeding and shall furnish the Seller (at the Seller's expense) all needed information, authority and assistance to enable the Seller to defend the same. If any material, equipment, or work is in any such suit or proceeding held to constitute infringement or its use is enjoined, the Seller, within a reasonable time, shall either secure for the Purchaser, at the Seller's own expense, the right to continue using said material, equipment or work by suspension of the injunction, by procuring for the Purchaser a license, or otherwise, or shall at the Seller's own expense and as the Purchaser may elect, replace such material, equipment or work with non-infringing material, equipment or work, or modify it so that it becomes non-infringing, or remove such infringing material, equipment or work, and refund the sums paid therefor by the Purchaser all without injury or damage to any other property of the Purchaser.

1.5 INDEPENDENT CONTRACTOR RELATIONSHIP

The Seller shall perform work as an independent contractor and not as an agent or employee of the Purchaser.

1.6 INSPECTION AND EXPEDITING

All material, equipment, and/or work to be supplied under this contract is subject to inspection and/or expediting by the Purchaser or its authorized representative. The Seller shall allow the Purchaser or its representative free access to Seller's works and provide free access to the works of Seller's sub-vendors/sub-contractors.

1.7 COMPLIANCE WITH LAW, PREVAILING WAGES, AND CERTIFIED PAYROLL

The Seller will comply with all applicable federal, state, and local laws, rules, ordinances, and regulations. Compliance includes, but is not limited to, the Occupational Safety and Health Act of 1970 (OSHA), Peabody Municipal Light Plant Safety Rules & Regulations, Executive Order 11246 (Equal Opportunity), and all environmental and utility safety standards, all as amended periodically.

Seller agrees to comply with the provisions of OSHA of 1970 and the Standards and Regulations issued thereunder and certifies that all items furnished under this Contract will conform to and comply with said standards and regulations. Seller further agrees to indemnify and hold harmless the Purchaser from all damages assessed against the Purchaser as a result of the Seller's failure to comply with the Act and the standards issued thereunder.

The contractor shall procure all pertinent information concerning prevailing wage rates to be paid on each job as determined by the Massachusetts Department of Labor Standards / Office of the Attorney General. The contractor shall pay the aforesaid rates and shall indemnify and hold harmless the Peabody Municipal Light Plant, its agents, servants, employees, and the Commissioners jointly and severally as they constitute a duly elected board by the citizens of the City of Peabody for the failure to pay the prevailing wage as listed at the time of the awarding of a contract as well as any other applicable provision of Massachusetts General Laws Chapter 149 attendant thereto. Bidders are required, at their own expense, to comply with all statutes, including, but not limited to, the aforesaid prevailing wage rate, regulations, ordinances, and tests which may be applicable.

Contractors must submit weekly certified payroll records to the Peabody Municipal Light Plant Superintendent of Distribution for all employees who have worked on the project.

Please take notice that Massachusetts Law requires Contractors to preserve these records for three (3) years.

1.8 RISK OF LOSS

Risk of loss and/or damages shall be upon Seller until goods and materials are physically delivered to the Purchaser's plant, storerooms, job site, or location indicated in the Contract Document. Materials will be considered as delivered only if all goods are physically received in proper condition and accepted by Purchaser.

1.9 DELIVERIES

The Purchaser will receive shipments Monday through Friday, holidays excluded, during its normal receiving hours (8:00 AM - 3:00 PM). Any cost associated with shipments made during any time other than this receiving period will be to the Seller's account. All deliveries will be at the PEABODY jobsite/cross-dock facility, Peabody, Massachusetts, unless otherwise specified in the Peabody Municipal Light Plant specification section attached hereto.

1.10 ASSIGNMENT AND SUBCONTRACTING

The Seller's obligations authorized under this Contract are not assignable or transferable, and the Seller agrees not to subcontract any of the work authorized hereunder without the prior written approval of the Purchaser. The Purchaser retains the right to approve or disapprove of all subcontractors for such approved work.

1.11 OWNERSHIP OF PRODUCT, GIS DATA, AND FIELD RECORDS

All technical and customer data, evaluations, specifications, reports, studies, account files, meter interval records, geocoding/GPS coordinates, and digital field inspection photographs collected or developed in connection with this Contract are the exclusive property of PMLP and shall be delivered in organized electronic form to the Purchaser. The Seller may retain copies thereof for its files and its internal contract administration use only. PMLP acknowledges that it obtains no underlying ownership rights in Seller's proprietary off-the-shelf mobile workforce software programs. All rights in the commercial software solution remain the property of the Seller or its software licensors. The Seller shall retain no commercial rights, marketing rights, or title to PMLP customer or grid data.

1.12 TECHNICAL PUBLICATION

Publication or teaching of information directly derived from work performed, or data obtained, in connection with services rendered under this Contract must first be approved in writing by the Purchaser.

1.13 CONFIDENTIALITY AND DATA PROTECTION

The Seller shall keep all services carried out hereunder for the Purchaser entirely confidential, and not use, publish, or make known without the Purchaser's written approval, any information furnished by the Purchaser or gathered in the field (including customer names, addresses, phone numbers, and consumption data), to any persons other than personnel of the parties to this Contract. Any public representation regarding the Purchaser shall be made solely by the Purchaser, and any requests for information made to the Seller by a third party or the media shall be referred immediately to the Purchaser.

1.14 WAIVER

In the event the Purchaser shall fail to insist on performance of any of the terms or the exercise of any of its rights and privileges, such failure or any breaches shall not constitute a waiver of such terms, conditions, rights, or privileges.

1.15 WARRANTY

The Seller warrants to the Purchaser that the article(s) provided and/or work performed under this Contract shall be fit for purpose in accordance with the Purchaser's specific instructions, shall be new and free from defects in material, workmanship, and title, and shall meet all specifications. If the article(s) purchased and/or work performed do not meet the warranty above, the Purchaser, after determining a defect or non-conformance, will notify the Seller. At the sole discretion of the Purchaser, the Seller shall replace, repair, or make good, without cost to the Purchaser, any defects or non-conformance arising within one (1) year after date of final acceptance of article(s) furnished and/or work performed.

1.16 CUMULATIVE REMEDIES

Every right or remedy herein conferred upon or reserved to the Purchaser shall be cumulative and shall be in addition to every right and remedy now or hereafter existing at law or in equity or by statute, and the pursuit of any right or remedy shall not be construed as an election.

1.17 DELAYS

The Seller expressly agrees to the work schedule provided for in the Contract and such schedule includes allowances for all hindrances and delays incident to the work. No claims shall be made by the Seller for hindrances and/or delays from any cause during the progress of the work except as provided under "SUSPENSION OF WORK" and/or "FORCE MAJEURE".

1.18 SUSPENSION OF WORK

The Purchaser reserves the right to suspend and reinstate execution of the whole or any part of the work without invalidating the provisions of the Contract. Orders for suspension or reinstatement of work will be issued by the Purchaser to the Seller in writing. The time of completion of the work will be extended for a period equal to the time lost by reason of the suspension. No consideration shall be given by the Purchaser to cost increases or loss of anticipated profits due to suspension or reinstatement of this Contract.

1.19 FORCE MAJEURE

A delay in, or failure of, performance of either party hereto shall not constitute default hereunder or give rise to any claim for damage if and to the extent such delay or failure is caused by occurrences beyond the control of the party affected, including, but not limited to, acts of God, or the public enemy, expropriation or confiscation of facilities or compliance with any order or request of a governmental authority affecting the supply, availability, or use of materials or labor, acts of war, public disorders, rebellion, sabotage, floods, riots, strikes, or any causes not within the control of the party affected and which, by the exercise of reasonable diligence, said party is unable to prevent. Should the work be delayed due to Force Majeure, or otherwise delayed due to conditions beyond the control of or without the fault or negligence of either party, the parties to this Contract shall confer to reach an agreement on the alterations of fees and/or other terms and conditions upon which the work shall be continued, or otherwise terminated.

1.20 ARBITRATION

Arbitration of questions and issues in dispute under this Contract may be submitted to Arbitration in accordance with the provisions of the standard Form of Arbitration of the American Arbitration Association, but ONLY in the event that both parties to this Contract mutually agree in writing to such submission for Arbitration. If both parties fail to agree to submit to Arbitration in the manner prescribed above, or to submit to Arbitration in any mutually acceptable form, all questions and issues in dispute will be submitted to a court of competent jurisdiction of the Commonwealth of Massachusetts to be tried according to the applicable laws of the Commonwealth of Massachusetts.

Costs of such arbitration will be shared equally by the parties, unless the arbitrator determines that the claim made by one of the parties is without merit, in which event the arbitrator may award costs and reasonable attorney fees to the other party.

1.21 TERMINATION FOR…